Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 Pension Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 106
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $349,571
- Avg per participant High balance/head
Official DOL plan name: Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund · Sponsored by Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 · Wisconsin · Construction
$37M in assets, 106 participants
Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127's Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund reported $37M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,264 in Construction (9,030 peers)
Coverage in Wisconsin
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $37M.
- #7,264
- in Construction (9,030 peers)
- +9.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's outsized position by total assets
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,054,529 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund reported net income rose from $153K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 510167810 · Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 PY 2023 · Defined Benefit (Pension)
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund · $37M · 106 · 82nd
- VS-ST $37M
- VS-ST 106
- VS-ST 82nd
- VS-ST Defined Benefit (Pension)
- VS-ST near Ctdu - Pension Fund
- VS-ST ind #7264
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Wisconsin →
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 510167810 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127)
Sponsor-wide plan assets over time
All Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 17.966772638721935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $34M |
| 2023 | 1 | 106 | $37M |
| 2024 | 1 | 115 | $40M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Ctdu - Pension Fund in IL ($37M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Ctdu - Pension Fund (IL) $37M · 94
- Novelis Terre Haute Hourly Pension Plan (GA) $37M · 101
- Amended and Restated Keeneland Employees' Security Plan and Trust Agreement (KY) $37M · 258
- Wacker Hourly Pension Plan (MI) $37M · 37
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.